Dedicated account manager
One senior contact for enquiries, applications, maturities and reinvestment.
Advisory · For investors of $1m+
Private Wealth
A dedicated service for substantial portfolios, with one senior point of contact, fixed income opportunities and institutional-grade administration.
$1m+
Minimum investment
National
Australia-wide support
30+
Years combined experience
226405
AFSL
The service
What's included.
Financial guidance
Complimentary guidance on opportunities and strategy, provided as permitted under our AFSL.
Private investor portal
Holdings, statements, documents and maturity dates in one secure place.
Market intelligence
Regular commentary on fixed income, credit, interest rates and global markets.
Administration & transactions
Settlement, redemptions, transfers and priority requests, handled for you.
Professional network
Coordination with your accountant, legal adviser, estate specialists and leading insurers.
Eligibility
Designed for.
- High net worth individuals & families
- Family offices
- SMSF trustees
- Sophisticated & wholesale investors
- Companies & trusts
- Professional investors
Minimum investment
$1,000,000
Generally applies, subject to investment availability and eligibility requirements.
Important Information
Central Accord Pty Ltd holds Australian Financial Services Licence (AFSL) No. 226405. This page is general information only and does not take into account your objectives, financial situation or needs. It is not personal financial advice or a recommendation to acquire any financial product.
Investments involve risk. Returns are not guaranteed and the value of investments may rise or fall. Eligibility criteria, investment terms, fees and costs apply. Consider the relevant disclosure documentation and obtain professional advice before making any investment decision.
Private consultation
Speak with a senior adviser.
A confidential initial discussion. No obligation, and no personal financial advice at a first meeting.